Who we are

ITFS is an independently owned, boutique financial planning and investment advisory firm. It is a testament to the stability we provide to our clients that the founding partners are all self-employed and have worked together for almost 20 years.

Our advisers pool ideas and develop industry leading strategies, tailored for each individual client and then provide pro-active, ongoing advice as part of a long-term relationship.

ITFS prides itself on tailored, transparent and pro-active advice which is easily understood. We will help you:

  • Work out exactly where you are financially
  • Provide clarify to your financial goals and aspirations
  • Help you choose the right investments to match your financial goals
  • Develop and review the best solutions to help you achieve your desired outcomes

Strength and security

ITFS has chosen to partner with Apogee Financial Planning Limited for its licensing requirements. Apogee is a national Australian Financial Services Licensee that manages more than $7 billion in funds on behalf of Australian private investors. Apogee is part of the MLC and NAB networks, allowing IT Financial Services to draw on the expertise of these financial market leaders.

Some of the benefits of our partnership with Apogee include:

  • Dedicated research teams across managed and direct investments and insurance providers.
  • A team of technical experts for developing client strategies and analysis of the latest legislative changes for the benefit of our clients.
  • Compliance audits to ensure our business maintains the highest standards.
  • Stringent guidelines or 'standards' to which we must adhere to ensure quality advice is always provided to our clients.
  • Continuing education and training to ensure we remain at the forefront of industry knowledge.
  • Provision of the latest technology and software advancements for more efficient provision of advice to our clients.
  • Business development and support, including dedicated staff whose sole purpose is to assist in maintaining the efficient operation of our business in an ever-changing legislative environment.
  • Australia-wide adviser network with a willingness to share ideas and the desire to provide quality advice to clients
  • The ability for our business to remain separate from Apogee's so that we may choose to change licensees should it be to our client's benefit.
  • Why your retirement intentions are critical

    Have you given much thought to the age that you might eventually retire?

  • Plans for study into elder abuse

    The government’s decision to follow one of the recommendations from the Australian Law Reform Commissioner’s report and adopt a national plan for elder abuse has been welcomed by a legal body.

  • Our website is really our digital office.

    Coming to our digital office means you can visit us at any time without moving, you family and friends can to. You can drop off and pick up files, you can catch up with important news, you can ask us questions on a wide range of topics, you can search providers such as Centrelink, the ATO and ASIC and often more easily than going to their sites, you can access a range of calculators, you can get to know our staff, and more. Drop in anytime!

  • Dissecting the downsizer contribution

    The 2017 federal budget included an allowance for a new type of superannuation contribution for individuals looking to downsize their principal residence. Michael Hallinan details the rules around these unique contributions.

IT Financial Services, ABN 48 097 884 976, is an Authorised Representative of Apogee Financial Planning. Apogee Financial Planning Limited ABN 28 056 426 932 is an Australian Financial Services Licensee and has its registered office at 105 - 153 Miller Street North Sydney NSW 2060. A member of the National group of companies.